Investment Q&A

• iShares Core Canadian Short Term Bond Index ETF (XSB)
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Q: In the current environment, when should an investor consider bonds vs. a high yield cash ETF? For example, XSB has a 2.4% yield right now whereas CASH has a 3.9% yield. CASH seems better due to the higher yield and also won't have capital losses whereas the XSB price can change.

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Read Answer Asked by Alexander on June 13, 2023

• Biogen Inc. (BIIB)
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Q: I Just received a Notice of Pendency and Proposed Partial Settlement of Class Action for shareholder of Bioverative (Biogen spin off). I had 83 shares of BIVV. Can you please explain 1) is this a "legitimate" lawsuit and what exactly is the lawsuit about 2) reading the material i have a hard time understanding if I am automatically part of the potential settlement or do I need to do anything to participate? I never filled anything out so was surprised to see this arrive in the mail and finally 3) if I need to do anything is it worth my time and energy and if so, that action do I need to take.

Thank you for your guidance
Scott

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Read Answer Asked by Scott on June 13, 2023

• Toronto-Dominion Bank (The) (TD)
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• Stantec Inc. (STN)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• Alimentation Couche-Tard Inc. (ATD)
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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• EQB Inc. (EQB)
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• Financial Select Sector SPDR (XLF)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Consumer Discretionary Select Sector SPDR (XLY)
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• Industrial Select Sector SPDR (XLI)
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Q: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?

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Read Answer Asked by Mark on June 13, 2023

• Amazon.com Inc. (AMZN)
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• NVIDIA Corporation (NVDA)
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• Advanced Micro Devices Inc. (AMD)
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• Pure Storage Inc. Class A (PSTG)
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• Super Micro Computer Inc. (SMCI)
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• Armor Minerals Inc. (A)
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• Perion Network Ltd (PERI)
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• C3.ai Inc. Class A (AI)
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Q: Have some cash in US $ registered account dedicated to Tech. In TOTAL Portfolio (CDN & US), we currently own NVDA (8.4%) CSU (7.3%) SHOP (4.7%) GOOG (4.5%), QCOM (4%) MSFT (3.7%), CRWD (2.5%) META (2%) TOI (1.6%)
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.

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Read Answer Asked by Alexandra on June 13, 2023

Q: On your Model Portfolios, are the dividends earned reflected on the gain/loss.

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Read Answer Asked by Valter on June 13, 2023

• Dollarama Inc. (DOL)
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Q: Hi 5i, pls comment on their results and guidance from Wednesday's earning release. I have it as one of my core consumer staple stocks and was wondering if you continue to like it for a long term position, or is there something better to hold. Thx.

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Read Answer Asked by Christopher on June 13, 2023

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Costco Wholesale Corporation (COST)
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• Microsoft Corporation (MSFT)
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• The Walt Disney Company (DIS)
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Q: I own Disney which has shown not to be a good investment. My plan is to sell it at a loss. Would you please recommend a few companies in USA which would give me upside.

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Read Answer Asked by Donna on June 13, 2023

• Northland Power Inc. (NPI)
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• Capital Power Corporation (CPX)
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Q: These 2 are presently held in an income oriented account. There are some funds to add to one of them. Which would you choose and why? Apart from the yield, do either have much prospect of some capital gain? Many thanks

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Read Answer Asked by Leonard on June 13, 2023

• Topicus.com Inc. (TOI)
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Q: Hi Folks,

With a 3.5 B market cap do you see Topicus moving from the venture to the TSX soon?

Are you aware of any filings?

Thanks for all you do!

Cheers

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Read Answer Asked by Wes on June 13, 2023

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: Comments on duke deal. Market early Tuesday doesn't like it. Is this a buy opportunity or risky purchase and possibly reduce?

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Read Answer Asked on June 13, 2023

• DHT Holdings Inc. (DHT)
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• Diana Shipping inc. (DSX)
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• Frontline Plc (FRO)
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Q: Hi

Can I have your opinion on shippers such as DSX and FRO and those juicy dividends at least for the next year. Longer term I know these can be risky.

Is there a best of breed shipper you would be comfortable recommending?

Thanks.

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Read Answer Asked by Donald on June 13, 2023

• Mitek Systems Inc. (MITK)
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Q: I realize this stock has been disappointing but I continue to believe there is good long term growth in this industry. Would you suggest patience with this name or can you recommend a more compelling stock in the same industry?
Thanks

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Read Answer Asked by Curtis on June 13, 2023

• Teck Resources Ltd (TECK)
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Q: is the reason teck is down because the price of copper is weak, or the price of coking coal is weak, or some other reason. if someone re glencore is willing to pay 8.2 billion cash for the coal business thats nothing to sneeze at and tecks already a very cheap stock.yet teck stock is going down not up. help me understand. dave

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Read Answer Asked by david on June 13, 2023

• Lundin Mining Corporation (LUN)
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Q: With these recent legal problems in Chile, and delays on re-opening the mine, Is LUN still a HOLD and should I sell as they may be in limbo for a while.

Thanks
Ken

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Read Answer Asked by Kenneth on June 13, 2023

• Wall Financial Corporation (WFC)
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Q: would you recommend this to an income investor. Is the dividend safe?

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Read Answer Asked by Donna on June 13, 2023

• Sprott Physical Uranium Trust (U.UN)
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• Sprott Uranium Miners ETF (URNM)
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Q: Can you give me your assessment on U.UN? Is this a good time to get in? Would you recommend another name in this space?
Thanks

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Read Answer Asked by Rob on June 13, 2023

• Nasdaq Inc. (NDAQ)
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Q: What is your view on NDAQ's acquisition of Adenza? Do you think the market reaction was overdone?

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Read Answer Asked by Peter on June 13, 2023

• Glencore plc (GLCNF)
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A)
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Q: Peter; After the Glencore announcement this am re just the coal biz do,you think the takeover rush is over- and time to move on? Thanks Rod

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Read Answer Asked by Rodney on June 13, 2023

• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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• INVESCO QQQ Trust (QQQ)
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Q: Can you recommend a Canadian EFT for high tech companies and another EFT for USA companies pls?

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Read Answer Asked by Ron on June 13, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: How does HPS rank in your system. Thanks

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Read Answer Asked by Steven on June 13, 2023